WCG
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Weaver Consulting Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Weaver Consulting Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76M Sell
15,924
-488
-3% -$53.8K 0.34% 69
2026
Q2 		$1.81M Sell
16,412
-5,276
-24% -$582K 0.37% 61
2026
Q1 		$2.39M Sell
21,688
-2,214
-9% -$244K 0.57% 47
2025
Q4 		$2.63M Sell
23,902
-11,332
-32% -$1.25M 0.64% 41
2025
Q3 		$3.89M Sell
35,234
-6,531
-16% -$720K 0.99% 24
2025
Q2 		$4.61M Sell
41,765
-2,417
-5% -$266K 1.28% 17
2025
Q1 		$4.88M Sell
44,182
-62
-0.1% -$6.84K 1.47% 14
2024
Q4 		$4.87M Sell
44,244
-1,717
-4% -$189K 1.5% 14
2024
Q3 		$5.08M Sell
45,961
-3,173
-6% -$350K 1.62% 13
2024
Q2 		$5.43M Sell
49,134
-4,016
-8% -$443K 1.89% 12
2024
Q1 		$5.88M Sell
53,150
-8,283
-13% -$914K 2.17% 10
2023
Q4 		$6.77M Sell
61,433
-8,895
-13% -$981K 2.75% 6
2023
Q3 		$7.77M Sell
70,328
-13,600
-16% -$1.5M 3.51% 4
2023
Q2 		$9.27M Sell
83,928
-3,845
-4% -$424K 4.09% 4
2023
Q1 		$9.7M Sell
87,773
-1,063
-1% -$117K 4.44% 4
2022
Q4 		$9.76M Buy
88,836
+54,117
+156% +$5.95M 4.98% 3
2022
Q3 		$3.82M Buy
34,719
+20,188
+139% +$2.22M 2.19% 9
2022
Q2 		$1.6M Buy
+14,531
New +$1.6M 0.89% 29
2020
Q4 		– Sell
-240
Closed -$27K – 756
2020
Q3 		$27K Sell
240
-3,518
-94% -$390K 0.02% 356
2020
Q2 		$416K Sell
3,758
-883
-19% -$97.8K 0.24% 68
2020
Q1 		$515K Sell
4,641
-2,942
-39% -$326K 0.34% 55
2019
Q4 		$839K Sell
7,583
-2,245
-23% -$248K 0.45% 42
2019
Q3 		$1.09M Sell
9,828
-90
-0.9% -$9.95K 0.58% 37
2019
Q2 		$1.1M Sell
9,918
-49
-0.5% -$5.41K 0.6% 37
2019
Q1 		$1.1M Buy
+9,967
New +$1.1M 0.31% 63

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Weaver Consulting Group's SHV Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q3 2026, selling an estimated $53.8K and leaving 15,924 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #69.

Weaver Consulting Group first reported a position in SHV in Q1 2019 and has held it in 25 quarters since. The position peaked at $9.76M in Q4 2022. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Weaver Consulting Group held 15,924 shares of iShares 0-1 Year Treasury Bond ETF worth $1.76M as of Q3 2026.
  • Weaver Consulting Group sold 488 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $53.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.34% of Weaver Consulting Group's portfolio in Q3 2026, its #69 holding.
  • Weaver Consulting Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Weaver Consulting Group's iShares 0-1 Year Treasury Bond ETF position peaked at $9.76M in Q4 2022.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.